SCHWAB STRATEGIC TR's ticker is FNDE and the CUSIP is 808524730. A total of 239 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,642,371 | -8.2% | 62,638 | -6.3% | 0.00% | -20.0% |
Q2 2023 | $1,788,856 | +125170.0% | 66,823 | +21.9% | 0.01% | +25.0% |
Q1 2023 | $1,428 | +1.0% | 54,811 | -4.0% | 0.00% | -20.0% |
Q4 2022 | $1,414 | -99.9% | 57,066 | -2.0% | 0.01% | 0.0% |
Q3 2022 | $1,365,000 | -5.9% | 58,249 | +4.1% | 0.01% | -16.7% |
Q2 2022 | $1,451,000 | -38.2% | 55,976 | -30.9% | 0.01% | -33.3% |
Q1 2022 | $2,346,000 | +24.3% | 81,046 | +33.0% | 0.01% | +12.5% |
Q4 2021 | $1,888,000 | +1.9% | 60,918 | +6.0% | 0.01% | -20.0% |
Q3 2021 | $1,852,000 | +67.5% | 57,467 | +67.6% | 0.01% | +42.9% |
Q2 2021 | $1,106,000 | +10.5% | 34,284 | +5.3% | 0.01% | 0.0% |
Q1 2021 | $1,001,000 | +150.9% | 32,546 | +130.7% | 0.01% | +133.3% |
Q4 2020 | $399,000 | +17.7% | 14,107 | -2.7% | 0.00% | 0.0% |
Q2 2020 | $339,000 | – | 14,496 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 516,583 | $15,415,000 | 12.18% |
Elgethun Capital Management | 477,001 | $14,236,000 | 6.93% |
Altus Wealth Management, LLC | 232,658 | $6,943,000 | 6.80% |
Lee Financial Co | 953,979 | $28,467,000 | 6.15% |
Ackerman Capital Advisors, LLC | 629,329 | $18,779,000 | 5.55% |
Silicon Hills Wealth Management, LLC | 301 | $6,114,000 | 4.68% |
McAdam, LLC | 557,392 | $16,633,000 | 4.02% |
RHS Financial, LLC | 115,655 | $3,451,000 | 3.61% |
HHM Wealth Advisors, LLC | 217,723 | $6,446,000 | 3.10% |
BREITER CAPITAL MANAGEMENT INC | 88,100 | $2,629,000 | 2.85% |